1 Email sobre tax refund comentada em 04/04/2024 15:04 Stocks Tópico Fechado Barao_Bigode_Style em 04/04/24 14:50 comentada em 04/04/2024 15:04 Alguem recebeu esse email abaixo da Charles Schwab?Alguma acao necessaria? ---A 2023 tax refund has been posted to your account. However, future tax refunds will need to be requested from the IRS.We wanted to let you know that a 2023 tax refund has been posted to your account. You may view it online at schwab.com/transactions or on your next statement.What is this tax refund for?Whenever U.S. source income like ordinary dividends is paid to non-U.S. residents, up to 30% of the dividend could be withheld for tax withholding. The withheld taxes are then sent to the IRS and reported on the client’s 1042-S tax form. At TD Ameritrade, Inc., if any of the income is later reclassified and determined to not be subject to Nonresident Alien withholding, like return of capital, TD Ameritrade, Inc. would refund the tax difference in February of the following tax year. We have processed this refund for any withholding that occurred in 2023 before your account transferred to Charles Schwab.Changes after your account transitioned and future tax yearsWith your account transitioning to Schwab this process was discontinued. For any dividend payments received after your account transitioned or for any future dividend payments that are reclassified and not subject to withholding, you will need to apply for a refund when you file your taxes with the IRS. We strongly encourage you to contact a qualified tax professional for specific advice regarding this, or any other tax situation.
